Creative Planning
SLB icon

Creative Planning’s SLB Ltd SLB Stock Holding History

Creative Planning’s Portfolio SLB Stock Details SLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.13K Buy
+7,700
New +$413K ﹤0.01% 4258
2025
Q4 		– Sell
-200
Closed -$1.25K – 4085
2025
Q3 		$1.25K Buy
+200
New +$6.96K ﹤0.01% 3891
2023
Q1 		– Sell
-300
Closed -$1.59K – 2766
2022
Q4 		$1.59K Buy
+300
New +$14.9K ﹤0.01% 2436
2015
Q2 		– Sell
-500
Closed -$3K – 2700
2015
Q1 		$3K Buy
+500
New +$41.6K ﹤0.01% 3770

Other funds holding SLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning's SLB Position: Q2 2026 in Review

Creative Planning increased its SLB Ltd (SLB) stake by 11% in Q2 2026, buying an estimated $2.41M and bringing the position to 439,624 shares worth $20.4M. The position accounts for 0.01% of the portfolio, ranked #501.

Creative Planning first reported a position in SLB in Q2 2013 and has held it in 53 quarters since. 1,695 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Creative Planning held 439,624 shares of SLB Ltd worth $20.4M as of Q2 2026.
  • Creative Planning bought 44,994 SLB Ltd shares in Q2 2026, an estimated $2.41M.
  • SLB Ltd made up 0.01% of Creative Planning's portfolio in Q2 2026, its #501 holding.
  • Creative Planning first reported a position in SLB Ltd in Q2 2013 and has held it in 53 quarters since.
  • 1,695 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.